Anic Equity¶
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Total return since start: 0.607 %¶
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Equity now: -----------------------------> 49094.91 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 41473.31 Kr¶
PnL: ---------------------------------------> -21.97 Kr¶
DD now: ---------------------------------> -7.578 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 09:48:31.402414'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.170000 | 1669.500000 | 201.960000 | 13.760000 | 1467.540000 |
| HEXPOL B | 9 | 0.350000 | 1032.300000 | 14.400000 | 1.410000 | 1017.900000 |
| JM | 6 | 1.110000 | 871.800000 | 9.600000 | 1.110000 | 862.200000 |
| Orrön Energy | 180 | 0.310000 | 2046.600000 | 9.000000 | 0.440000 | 2037.600000 |
| Platzer Fastigheter Holding B | 12 | 0.500000 | 963.600000 | 4.800000 | 0.500000 | 958.800000 |
| Sagax A | 4 | -0.470000 | 856.000000 | 4.000000 | 0.470000 | 852.000000 |
| BioGaia B | 8 | 0.430000 | 932.000000 | 4.000000 | 0.430000 | 928.000000 |
| Byggmax Group | 33 | 0.410000 | 958.320000 | 3.960000 | 0.410000 | 954.360000 |
| Hexatronic Group | 12 | 0.300000 | 967.440000 | 2.880000 | 0.300000 | 964.560000 |
| Biotage | 7 | 0.220000 | 941.500000 | 2.100000 | 0.220000 | 939.400000 |
| EQT | 4 | 0.240000 | 831.600000 | 2.000000 | 0.240000 | 829.600000 |
| AcadeMedia | 8 | 0.100000 | 403.200000 | 2.000000 | 0.500000 | 401.200000 |
| Atrium Ljungberg B | 5 | 0.210000 | 935.000000 | 2.000000 | 0.210000 | 933.000000 |
| Sagax B | 4 | 0.050000 | 852.400000 | 0.400000 | 0.050000 | 852.000000 |
| Creaspac SPAC | 39 | -0.110000 | 3708.900000 | 0.000000 | 0.000000 | 3708.900000 |
| ASSA ABLOY B | 3 | -0.040000 | 776.700000 | -0.300000 | -0.040000 | 777.000000 |
| Bilia A | 8 | -0.360000 | 896.000000 | -1.600000 | -0.180000 | 897.600000 |
| Hoist Finance | 35 | -0.180000 | 976.500000 | -1.750000 | -0.180000 | 978.250000 |
| Clas Ohlson B | 12 | -0.250000 | 968.400000 | -2.400000 | -0.250000 | 970.800000 |
| Gränges | 9 | -0.290000 | 923.400000 | -2.700000 | -0.290000 | 926.100000 |
| Catena | 2 | -0.510000 | 785.600000 | -4.000000 | -0.510000 | 789.600000 |
| BHG Group | 97 | -0.400000 | 1450.150000 | -4.850000 | -0.330000 | 1455.000000 |
| OX2 | 13 | -0.890000 | 939.250000 | -8.450000 | -0.890000 | 947.700000 |
| Alimak Group | 11 | -1.190000 | 915.200000 | -11.000000 | -1.190000 | 926.200000 |
| INVISIO | 16 | -0.430000 | 3664.000000 | -16.000000 | -0.430000 | 3680.000000 |
| Nordic Waterproofing Holding | 7 | -1.740000 | 947.800000 | -16.800000 | -1.740000 | 964.600000 |
| Bufab | 3 | -1.790000 | 1086.600000 | -19.800000 | -1.790000 | 1106.400000 |
| Latour B | 4 | -2.480000 | 834.000000 | -21.200000 | -2.480000 | 855.200000 |
| Indutrade | 5 | -1.770000 | 1193.000000 | -21.500000 | -1.770000 | 1214.500000 |
| Hexagon B | 26 | -0.640000 | 3429.400000 | -22.100000 | -0.640000 | 3451.500000 |
| Addnode Group B | 11 | -3.410000 | 887.150000 | -31.350000 | -3.410000 | 918.500000 |
| VEF | 909 | -2.940000 | 1798.000000 | -47.270000 | -2.560000 | 1845.270000 |
| Vitec Software Group B | 2 | -4.800000 | 1032.000000 | -52.000000 | -4.800000 | 1084.000000 |
| TOTAL | 41473.310000 | -21.970000 | -7.57796% | 41495.280000 |
Updated:¶
'2023-07-03 09:48:48.640813'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
